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Wealth Planner - CFP | Client & Legacy Planning
Job in
Saint Petersburg, Pinellas County, Florida, 33739, USA
Listed on 2026-03-04
Listing for:
Corient Private Wealth LLC.
Full Time
position Listed on 2026-03-04
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management
Job Description & How to Apply Below
A leading wealth management firm in Saint Petersburg is looking for a Wealth Planner to help high-net-worth clients preserve wealth and plan for the future. The role involves developing financial plans, conducting investment analyses, and enhancing client relationships. Applicants should have a bachelor’s degree in finance or accounting, a CFP designation, and 2-3 years of relevant experience. Excellent communication and analytical skills are essential.
This full-time position requires working on site four days a week.
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